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Informatica (Version 9.0.1)
Upgrade Guide for PowerCenter 9.0
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Informatica Upgrade Guide for PowerCenter 9.0
Version 9.0.1June 2010
Copyright (c) 1998-2010 Informatica. All rights reserved.
This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use anddisclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any forby any means (electronic, photocopying, recording or otherwise) w ithout prior consent of Informatica Corporation. This Software may be protected by U.S. and/or internatioPatents and other Patents Pending.
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Part Number: PC-UPG-90100-0001
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Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica Customer Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Multimedia Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Chapter 1: Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Informatica Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Upgrade Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Chapter 2: Bef ore You Upgrade the Domain and Server Fi les. . . . . . . . . . . . . . . . . . . . . . 4
Pre-Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Review the Pr erequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Temporary Disk Space Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Verify the File Descriptor Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Verify Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Locale Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
JRE_HOME. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Set Up the X Window Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Clear Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Prepare the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Back Up the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Verify Database User Account Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Run infasetup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Prepare the PowerCenter Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Prepare the PowerCenter Profiling Warehouse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Prepare Metadata Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Back Up the Warehouse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Update the Pr operties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Run Metadata Manager backupCmdLine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Prepare the Data Analyzer Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Assign Roles to Users and Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Back Up the Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
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Verify Database User Account Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Shut Down the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Chapter 3: Domain and Server Files Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Domain and Server Files Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Upgrading in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Troubleshooting the Domain Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Chapter 4: Before You Upgrade the Application Services. . . . . . . . . . . . . . . . . . . . . . . . . 21
Configure POSIX Asynchronous I/O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Configure Informatica Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Configure Locale Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Clear Browser Cache. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Configure Browser Bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Chapter 5: Application Service Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Application Service Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Service Upgrade for PowerCenter 9.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Service Upgrade Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Running the Service Upgrade Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Chapter 6: Informatica Client Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Informatica Client Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Informatica Client Upgrade Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Chapter 7: After You Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Informatica Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Configure LDAP Connectivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Update the Log Events Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Update ODBC Data Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Update Statistics for the Domain Configuration Repository. . . . . . . . . . . . . . . . . . . . . . . . . . 30
Metadata Manager Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Reload Metadata Manager Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Update the Metadata Manager Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Update the Metadata Manager File Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
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Configure Domain SMTP Configuration Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
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Preface
The Upgrade Guide for PowerCenter 9.0 is written for the system administrator who is responsible for upgrading
the Informatica product. This guide assumes that you have knowledge of operating systems, relational database
concepts, and the database engines, flat files, or mainframe systems in your environment. This guide also
assumes that you are familiar with the interface requirements for your supporting applications.
Informatica Resources
Informatica Customer Portal
As an Informatica customer, you can access the Informatica Customer Portal site at
http://mysupport.informatica.com. The site contains product information, user group information, newsletters,
access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library,
the Informatica Knowledge Base, the Informatica Multimedia Knowledge Base, Informatica Product
Documentation, and access to the Informatica user community.
Informatica DocumentationThe Informatica Documentation team takes every effort to create accurate, usable documentation. If you have
questions, comments, or ideas about this documentation, contact the Informatica Documentation team through
email at [email protected]. We will use your feedback to improve our documentation. Let us
know if we can contact you regarding your comments.
The Documentation team updates documentation as needed. To get the latest documentation for your product,
navigate to Product Documentation from http://mysupport.informatica.com.
Informatica Web Site
You can access the Informatica corporate web site at http://www.informatica.com. The site contains information
about Informatica, its background, upcoming events, and sales offices. You will also find product and partner
information. The services area of the site includes important information about technical support, training andeducation, and implementation services.
Informatica How-To Library
As an Informatica customer, you can access the Informatica How-To Library at http://mysupport.informatica.com.
The How-To Library is a collection of resources to help you learn more about Informatica products and features. It
includes articles and interactive demonstrations that provide solutions to common problems, compare features and
behaviors, and guide you through performing specific real-world tasks.
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Informatica Knowledge Base
As an Informatica customer, you can access the Informatica Knowledge Base at http://mysupport.informatica.com.
Use the Knowledge Base to search for documented solutions to known technical issues about Informatica
products. You can also find answers to frequently asked questions, technical white papers, and technical tips. If
you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base
team through email at [email protected].
Informatica Multimedia Knowledge Base
As an Informatica customer, you can access the Informatica Multimedia Knowledge Base at
http://mysupport.informatica.com. The Multimedia Knowledge Base is a collection of instructional multimedia files
that help you learn about common concepts and guide you through performing specific tasks. If you have
questions, comments, or ideas about the Multimedia Knowledge Base, contact the Informatica Knowledge Base
team through email at [email protected].
Informatica Global Customer Support
You can contact a Customer Support Center by telephone or through the Online Support. Online Support requiresa user name and password. You can request a user name and password at http://mysupport.informatica.com.
Use the following telephone numbers to contact Informatica Global Customer Support:
North America / South America Europe / Middle East / Africa Asia / Australia
Toll Free
Brazil: 0800 891 0202Mexico: 001 888 209 8853
North America: +1 877 463 2435
Standard Rate
North America: +1 650 653 6332
Toll Free
France: 00800 4632 4357Germany: 00800 4632 4357
Israel: 00800 4632 4357Italy: 800 915 985
Netherlands: 00800 4632 4357Portugal: 800 208 360Spain: 900 813 166
Switzerland: 00800 4632 4357 or 0800 463200United Kingdom: 00800 4632 4357 or 0800
023 4632
Standard Rate
Belgium: +32 15 281 702France: 0805 804632
Germany: +49 1805 702 702Netherlands: +31 306 022 797
Toll Free
Australia: 1 800 151 830New Zealand: 1 800 151 830
Singapore: 001 800 4632 4357
Standard Rate
India: +91 80 4112 5738
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C H A P T E R 1
Upgrade Overview
This chapter includes the following topics:
¨ Informatica Upgrade, 1
¨ Upgrade Process, 2
¨ Upgrade Tasks, 3
Informatica Upgrade
You can upgrade the following Informatica product versions to version 9.0.1:
Informatica Product Version Comments
Informatica PowerCenter 8.1.x If the PowerCenter 8.1.x domain includes Metadata Manager or Data Analyzer, you must upgrade to PowerCenter 8.6.1 before you
upgrade to Informatica PowerCenter 9.0.1.
Informatica PowerCenter 8.5.x If the PowerCenter 8.5.x domain includes the Metadata Manager
Service or Reporting Service, you must upgrade to PowerCenter 8.6.1 before you upgrade to Informatica PowerCenter 9.0.1.
Informatica PowerCenter 8.6 If the PowerCenter 8.6 domain includes the Metadata Manager Service, Reporting Service, or Reference Table Manager Service,you must upgrade to PowerCenter 8.6.1 before you upgrade to
Informatica PowerCenter 9.0.1.
Informatica PowerCenter 8.6.1 Effective in version 9.0.1, the Reference Table Manager functionality
is available through the 9.0.1 Analyst Service. See the PowerCenter 8.6.1 upgrade documentation for the steps to migrate the
PowerCenter 8.6.1 reference table data to the Informatica 9.0.1 Analyst tool.
Informatica Data Quality 8.6.2 You can migrate the contents of the Informatica Data Quality 8.6.2
repository to the Informatica 9.0.1 Model repository. See the 9.0.1Data Quality migration documentation for details.
Informatica PowerCenter 9.0
Informatica Data Quality 9.0
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Informatica Product Version Comments
Informatica Data Services 9.0
Informatica Data Explorer Advanced Edit ion 9.0 See the Informatica Data Quality 9.0 upgrade documentation.
Complete the steps to upgrade Informatica Data Quality 9.0 unlessan exception is specified.
If the product version you use cannot be upgraded to Informatica 9.0.1, you must first upgrade to a supported
version.
Upgrade Process
The upgrade consists of the following phases:
¨ Upgrading the domain and server files. To upgrade the domain and server files, run the Informatica server installer and select the upgrade option. The domain upgrade wizard installs the server files and configures the
domain. If the domain has multiple nodes, you must upgrade on all the nodes.
The following table describes the actions that the installer performs when you upgrade Informatica:
Tasks Description
Installs Informatica. Installs Informatica directories and files into the newdirectory.
Copies infa_shared directory. Copies the contents of the infa_shared directory from theexisting installation directory into the new installation
directory.
Copies mm_files directory. Copies the contents of the mm_files directory from thedefault location in the existing installation directory into thenew installation directory.
Upgrades the domain. Upgrades the domain to run version 9.0.1 applicationservices.
The upgrade retains the user and administrator accounts inthe domain.
Starts Informatica Services. Starts Informatica Services on the node.
¨ Upgrading the application services. After you upgrade the domain and server files, log in to the Administrator
tool and upgrade the application services. The service upgrade wizard provides a list of all application that
must be upgraded. It upgrades the services based on the order required by the dependent objects.
¨ Upgrading the Informatica client. To upgrade the Informatica client, run the Informatica client installer and
select the upgrade option. I f the client is installed on multiple machines, upgrade the client on all machines.
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Upgrade Tasks
To upgrade PowerCenter, complete the following tasks:
1. Complete the pre-upgrade tasks for the domain and server files to ensure that you can successfully run the
installer.
2. Upgrade Informatica domain and server files. Use the server installer to upgrade Informatica domain and
upgrade the server files on each node. If the domain contains multiple nodes, upgrade a gateway node before
you upgrade the worker nodes. After you upgrade the first gateway node, verify that the upgrade was
successful before you upgrade the other nodes in the domain.
3. Complete the pre-upgrade tasks for the application services.
4. Upgrade the application services. After installation, log in to the Administrator tool and upgrade the
application services.
5. Upgrade the PowerCenter Client. Use the client installer to upgrade the Informatica client.
6. Perform the post-upgrade tasks.
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C H A P T E R 2
Before You Upgrade the Domain
and Server Files
This chapter includes the following topics:
¨ Pre-Upgrade Tasks, 4
¨ Review the Prerequisites, 5
¨ Verify the File Descriptor Settings, 6
¨ Verify Environment Variables, 6
¨ Clear Environment Variables, 8
¨ Prepare the Domain, 8
¨ Prepare the PowerCenter Repository, 11
¨ Prepare the PowerCenter Profiling Warehouse, 11
¨ Prepare Metadata Manager , 11
¨ Prepare the Data Analyzer Repository, 12
¨ Shut Down the Domain, 12
Pre-Upgrade Tasks
Before you upgrade the domain and server files, complete the following tasks:
1. Review the prerequisites.
2. Verify the file descriptor settings.
3. Verify the configuration of the environment variables used by the installer.
4. Clear the configuration of environment variables that pertain to previous installations of Informatica.
5. Prepare the domain.
6. Prepare the PowerCenter Profiling warehouse.
7. Prepare the Metadata Manager.
8. Prepare the Data Analyzer repository.
9. Shut down the domain.
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Review the Prerequisites
Verify that your system meets the upgrade requirements.
The following table describes the minimum system requirements for a domain with different node configurations:
Component Processor RAM Disk
Space
Operating System
Domain with all Data Quality, DataServices, and PowerCenter servicesrunning on one node
4 CPU 8 GB 20 GB Windows 2003 / 2008Sun SolarisHP-UX
IBM AIXRed Hat LinuxSUSE Linux
Domain with all PowerCenter servicesrunning on one node
2 CPU 4 GB 4 GB
Domain with all PowerCenter services
running on one node except MetadataManager Service and Reporting Service
1 CPU 2 GB 3 GB
Metadata Manager Service running ona separate node
2 CPU 2 GB 3 GB
Reporting Service running on aseparate node
1 CPU 512 MB 3 GB
Orchestration Server running on aseparate node
1 CPU 512 MB 3 GB
Metadata Manager Agent 1 CPU 512 MB 220 MB Windows 2003 / 2008
Note: When you upgrade, the installer requires an additional 4 GB disk space plus the amount of disk space usedby the existing infa_shared directory.
The following table describes the minimum system requirements to run PowerCenter Client:
Client Processor RAM Disk
Space
Operating System
PowerCenter Client 1 CPU 512 MB 1.2 GB Windows 2003 / 2008 / XP / 7
For more details, see the Product Availability Matrix at http://mysupport.informatica.com.
Temporary Disk Space RequirementsThe installer writes temporary files to the hard disk. Verify that you have enough available disk space on the
machine to support the installation. When the installation completes, the installer deletes the temporary files and
releases the disk space.
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The following table describes the temporary disk space requirements during installation:
Product Operating System Disk Space
Installer Windows or UNIX 1 GB
Informatica Services UNIX 2 GB
Windows 605 MB
Informatica Clients Windows 550 MB
Verify the File Descriptor Settings
On UNIX or Linux, verify that the operating system meets the file descriptor requirement.
Informatica service processes can use a large number of files. Set the file descriptor limit per process to 3000 or higher.
Verify Environment Variables
Configure the environment variables to work with the Informatica installation. Incorrectly configured environment
variables can cause the Informatica installation to fail.
The installer appends file paths required by Informatica to the PATH environment variable. Verify that the length of
the PATH environment variable does not exceed the system limits and that the variable does not contain double
quotes.
On UNIX, create the environment variables with the system user account that you will use for installation. Log in
with the account that you plan to use to install Informatica, and then create the environment variables.
The following table describes environment variables you configure before you install:
Variable Operating
System
Description
IATEMPDIR (InstallAnywhere) WindowsUNIX
Location of temporary files created during installation. Informaticarequires 1 GB disk space for temporary files.
Configure the environment variable if you do not want to createtemporary files in the following locations:- /tmp directory on UNIX
- default drive on Windows
JRE_HOME SUSE LinuxLinux EMT64
Clear the JRE_HOME environment variable.
Locale environment variables UNIX Use LANG and LC_ALL to set the UNIX code page.
DISPLAY UNIX Location of the graphics display server such as X Window Server.
Required to install in graphical mode.
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Locale Environment Variables
Use LANG and LC_ALL to set the UNIX code page for the installer.
Set the LANG and LC_ALL environment variables to the following values for the language that you use:
Language Value
English C
Japanese ja_JP.SJIS or ja_JP.PCK
Portuguese pt_BR.ISO8859-1, pt_BR.8859-15, or pt_BR
After you install, update the locale setting to one that is compatible with the code page of the repository.
JRE_HOME
If you install Informatica Services on a machine with 32-bit or 64-bit SUSE Linux or Linux EMT64 operating
system, clear the JRE_HOME environment variable before you start the installation.
Set Up the X Window Server
When you run the Informatica installer in graphical mode, you must use a graphics display server. On UNIX, the
graphics display server is typically an X Window server. If you do not have the X Window server installed on the
machine where you want to install Informatica, you can install Informatica using an X Window server installed on
another machine. Use the DISPLAY variable to redirect output of the X Window server to another UNIX machine.
The following table lists the commands to set the DISPLAY environment variable:
Shell Command Example
C setenv DISPLAY <TCP/IP node of XWindow server>:0 setenv DISPLAY 10.1.50.23:0
Bash/Ko rn e xpo rt DI SPLA Y=”< TCP /IP no de of X Window server> :0” expo rt DI SPLA Y= ”10 .1.50. 23:0”
Bourne DISPLAY=”<TCP/ IP node of XWindow server> :0 ”export display
DISPLAY=”10.1.50.23:0”export display
If you do not know the IP address of a UNIX machine where the X Window server is installed, ask your network
administrator. For more information about redirecting the DISPLAY variable, see the documentation from the UNIX
vendor.
If the X Window server does not support the font that the Informatica installer uses, the installer can display
incorrect labels on the buttons. For example, the button labeled Test Connection can appear as Test Connecti....
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Clear Environment Variables
Clear environment variables from previous Informatica versions before you upgrade.
Incorrectly configured environment variables can cause the domain or nodes to fail to start or can cause
connection problems between Informatica clients and the domain.
Clear PATH statements
Verify that the existing environment variables do not contain earlier versions of Informatica in the PATH or library
path environment variables and that the path does not contain double quotes.
Clear INFA_HOME
Designates the Informatica installation directory.
Clear INFA_DOMAINS_FILE
Designates the location of domains.infa on the machine where you install the Informatica server components or
the Informatica clients.
Prepare the Domain
Before you upgrade the domain, complete the steps to prepare the domain.
1. Back up the domain.
2. Verify database user account permissions.
Back Up the Domain
Before you upgrade the domain, you must back up the domain.
Complete the following steps to back up the domain:
¨ Run the infasetup BackupDomain command to back up the domain configuration repository to a file.
¨ Back up the metadata configuration files to any directory accessible by the machines where you install
Informatica.
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The following table describes the metadata files and the locations where you can find them:
Metadata File Description Location
nodemeta.xml Contains metadata for a node. Stored in the isp/config directoryon each node in the domain.
If you use the same backupdirectory name on all the nodes,
rename nodemeta.xml beforecopying it to the backup location.For example, you back up
nodemeta.xml to the /nodebakdirectory on nodeA and nodeB.Rename the configuration files so
that on nodeA the file is backedup to /nodebak/nodemeta_A.xml,and on nodeB the file is backed
up to /nodebak/nodemeta_B.xml.
domains.infa Contains connectivity information for the gatewaynodes.
Stored in one of the followinglocations:
- The Informatica installationdirectory on the client andserver machines.
- The location configured
through theINFA_DOMAINS_FILEenvironment variable.
Verify Database User Account Permissions
The domain configuration repository user account requires the Create View privilege.
If the Domain Configuration repository user account does not have the Create View privilege, you cannot upgrade
the domain.
Syntax to Grant the Create View Privilege
To grant the Create View privilege for an IBM DB2 database, you can use the following syntax:connect to <DatabaseName> user <AdministratorUserName> using <AdministratorPassword>grant CREATETAB on database to <DatabaseUser>
To grant the Create View privilege for a Microsoft SQL Server database, you can use the following syntax:USE <DatabaseName>;GRANT CREATE VIEW TO <DatabaseUser>;GO
To grant the Create View privilege for an Oracle database, you can use the following syntax:GRANT CREATE VIEW TO <DatabaseUser>
Run infasetup
Informatica infasetup includes command line programs to back up, restore, and update gateway nodes. infasetup
is located in the following directory:
<Informatica Installation Directory>\server
To back up the domain with infasetup, use the following syntax:
BackupDomain<<-DatabaseAddress|-da> database_hostname:database_port|
<-DatabaseConnectionString|-cs> database_connection_string>
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<-DatabaseUserName|-du> database_user_name
<-DatabasePassword|-dp> database_password
<-DatabaseType|-dt> database_type
[<-DatabaseServiceName|-ds> database_service_name]
<-BackupFile|-bf> backup_file_name
[<-Force|-f>]
<-DomainName|-dn> domain_name
[<-SchemaName|-sc> schema_name Microsoft SQL Server only]
To restore the domain with infasetup, use the following syntax:
RestoreDomain<<-DatabaseAddress|-da> database_hostname:database_port|
<-DatabaseConnectionString|-cs> database_connection_string>
<-DatabaseUserName|-du> database_user_name
<-DatabasePassword|-dp> database_password
<-DatabaseType|-dt> database_type
[<-DatabaseServiceName|-ds> database_service_name]
<-BackupFile|-bf> backup_file_name
[<-Force|-f>]
[<-ClearNodeAssociation|-ca>]
[<-Tablespace|-ts> tablespace_name]
[<-SchemaName|-sc> schema_name Microsoft SQL Server only]
To update the gateway node with infasetup, use the following syntax:
UpdateGatewayNode[<-DatabaseAddress|-da> database_hostname:database_port
<-DatabaseConnectionString|-cs> database_connection_string]
[<-DatabaseUserName|-du> database_user_name]
[<-DatabasePassword|-dp> database_password]
[<-DatabaseType|-dt> database_type]
[<-DatabaseServiceName|-ds> database_service_name]
[<-DomainName|-dn> domain_name]
[<-NodeName|-nn> node_name]
[<-NodeAddress|-na> node_host:port]
[<-PreviousInfaHome|-ph> previous_infa_home]
[<-HttpsPort|-hs> https_port]
[<-KeystoreFile|-kf> keystore_file_location]
[<-KeystorePass|-kp> keystore_password]
[<-LogServiceDirectory|-ld> log_service_directory]
[<-ServerPort|-sv> server_admin_port_number]
[<-SchemaName|-sc> schema_name Microsoft SQL Server only]
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Prepare the PowerCenter Repository
Before you upgrade the domain, back up the PowerCenter Repository.
To back up a PowerCenter repository, select the service in the Administrator tool and on the Domain actions menu
select Repository Contents > Back Up.
Prepare the PowerCenter Profiling Warehouse
Before you upgrade the domain, back up the PowerCenter Profiling warehouse.
Use the native database backup option to back up the PowerCenter Profiling warehouse database.
Prepare Metadata Manager Before you upgrade the domain, prepare Metadata Manager.
1. Back up the Metadata Manager warehouse.
2. Update the properties file.
Back Up the Warehouse
Before you upgrade the domain, back up the Metadata Manager warehouse.
Use the native database backup option and the Metadata Manager backupCmdLine to back up the Metadata
Manager warehouse.
Update the Properties File
Before you upgrade the domain, update the Metadata Manager properties file.
The 9.0 version of the imm.properties file is in the following directory:
<9.0 InformaticaInstallationDir>\tomcat\shared\class
Remove the following properties from the imm.properties file:
¨ mail.host
¨ mail.port
Run Metadata Manager backupCmdLineMetadata Manager backupCmdLine includes command line programs to backup and restore the Metadata
Manager warehouse. The backupCmdLine is in the following directory:
<InformaticaInstallationDir>\server\MM_Utilities\mmBackupUtil
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To back up the Metadata Manager warehouse with the backupCmdLine command line program, use the following
syntax:
backupCmdLine.(bat | sh) backup <DBTYPE> "<JDBCConnectionString>" <DBUSERNAME> <DBPASSWORD><FILENAME.bkp>
To restore the Metadata Manager warehouse with the backupCmdLine command line program, use the following
syntax:
backupCmdLine.(bat | sh) restore <DBTYPE> "<JDBCConnectionString>" <DBUSERNAME> <DBPASSWORD><FILENAME.bkp>
Prepare the Data Analyzer Repository
Before you upgrade the domain, prepare the Data Analyzer repository.
1. Assign roles to users and groups.
2. Back up the Data Analyzer repository.
3. Verify database user account requirements.
Assign Roles to Users and Groups
Create roles for Reporting Service privileges and assign the roles to users and groups. If you do not use roles to
assign Reporting Service privileges, users and groups lose privilege assignments after you upgrade.
Back Up the Repository
Back up each Data Analyzer repository.
To back up each Data Analyzer repository, select the service in the Administrator tool. Then, on the Domain
Actions menu, click Repository Contents > Backup.
Verify Database User Account Requirements
If the Data Analyzer repository is on Oracle, the database user account requires the CONNECT, RESOURCE, and
CREATE VIEW privileges.
If the database user account does not have the CONNECT, RESOURCE, and CREATE VIEW privileges, you
cannot upgrade the Reporting Service.
Shut Down the Domain
You must shut down the domain before you upgrade it.
To shut down the domain, stop the Informatica service process on each node in the domain.
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You can stop the Informatica service process on each node using one of the following methods:
¨ To stop Informatica from the Windows Start menu, click Programs > Informatica[Version] > Server > Stop
Informatica Services.
¨ To stop Informatica on UNIX, you use the infaservice command. By default, the infaservice executable file is
installed in the following directory:
<InformaticaInstallationDir>/tomcat/bin
Enter the following command to stop the daemon:
infaservice shutdown
You can also stop the Informatica service from the Windows control panel or from the Administrator tool.
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C H A P T E R 3
Domain and Server Files Upgrade
This chapter includes the following topics:
¨ Domain and Server Files Upgrade Overview, 14
¨ Upgrading in Graphical Mode, 14
¨ Upgrading in Console Mode, 16
¨ Upgrading in Silent Mode, 17
¨ Troubleshooting the Domain Upgrade, 20
Domain and Server Files Upgrade Overview
Use the server installer to upgrade the server files and domain of a previous version of your Informatica product.
The server installer provides a domain upgrade wizard to guide you through the upgrade process.
The upgrade wizard installs the Informatica 9.0.1 files in the installation directory you specify. It does not modify
the files in the directory of the previous version.
The upgrade wizard reads the domain information from files in the previous version and uses the same settings to
configure the domain and server files for Informatica 9.0.1. It upgrades the tables of the domain configuration
repository in the same database as the previous version.
Complete the pre-upgrade tasks before you start the upgrade. Run the installer on all machines that host previous
versions of Informatica that you want to upgrade. On Windows, you can upgrade in graphical or silent mode. On
UNIX, you can upgrade in graphical, console, or silent mode.
Note: On UNIX, use GNU tar to extract the installation files. If the install.sh file does not have sufficient
permissions to run after you extract the installation files, use the chmod command to add execute permissions to
the file. Then run the file with the command ./install.sh.
Upgrading in Graphical ModeYou can upgrade the Informatica domain and server files in graphical mode on Windows or UNIX.
1. Verify that your environment meets the minimum system requirements and complete the pre-upgrade tasks.
2. Log in to the machine with the same user account that you used to install the previous version.
3. Close all other applications.
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4. To begin the upgrade on Windows, run install.bat from the root directory.
To begin the upgrade on UNIX, use a shell command line to run install.sh from the root directory, and then
select the option for graphical mode installation.
5. In the Installation Type window, select Upgrade to Informatica 9.0.1 and click Next.
The Upgrade Pre-Requisites window displays the upgrade system requirements. Verify that all requirementsare met before you continue the upgrade.
6. Click Next.
7. In the Upgrade Directory window, enter the following directories:
Directory Description
Directory of the Informaticaproduct to upgrade
Directory that contains the previous version of PowerCenter that you want to upgrade.
Directory for Informatica 9.0.1 Directory in which to install Informatica 9.0.1.
Enter the absolute path for the installation directory. The directory cannot be the sameas the directory that contains the previous version of PowerCenter.The directory names
in the path must not contain spaces or the following special characters: @|* $ # ! % ( ){ } [ ] , ; 'On Windows, the installation directory must be on the current machine.
8. Click Next.
The upgrade wizard displays a warning to shut down the Informatica domain before you continue the upgrade.
9. Click OK.
10. In the Pre-Installation Summary window, review the upgrade information, and click Install to continue.
The upgrade wizard installs the Informatica server files to the Informatica 9.0.1 installation directory.
11. In the Domain Configuration Upgrade window, the upgrade wizard displays the database and user account
information for the domain configuration repository to be upgraded.
The following table describes the properties that the installer displays for the domain configuration repository:
Property Description
Database type Database for the domain configuration repository.
Data base user ID Da tabase user accou nt for the domain confi gurati on repo si tory.
User password Password for the database user account.
The upgrade wizard displays the database connection string for the domain configuration repository based on
how the connection string of the previous version was created at installation:
¨ If the previous version used a JDBC URL at installation, the upgrade wizard displays the JDBC connection
properties, including the database address and service name.
Optionally, you can specify additional JDBC parameters to include in the JDBC URL. To provide additional
JDBC parameters, select JDBC parameters and enter a valid JDBC parameter string.
¨ If the previous version used a custom JDBC connection string at installation, the upgrade wizard displays
the custom connection string.
You cannot specify additional JDBC parameters.
12. Click Test Connection to verify that you can connect to the database, and then click OK to continue.
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13. Click Next.
On Windows, the upgrade wizard creates a service to start Informatica. By default, the service runs under the
same user account as the account used for installation. You can run the Windows service under a different
user account.
14. Select whether to run the Windows service under a different user account.
The following table describes the properties that you set:
Property Description
Run Informatica under adifferent user account
Indicates whether to run the Windows service under a different user account.
User name User account with which to run the Informatica Windows service.Use the following format:DomainName\UserAccount
This user account must have the Act as operating system permission.
Password Password for the user account with which to run the Informatica Windows service.
15. Click Next.
The Post-Upgrade Summary window indicates whether the upgrade completed successfully.
16. Click Done.
You can view the upgrade log files to get more information about the tasks performed by the upgrade wizard and
to view the configuration of installed components.
Upgrading in Console Mode
You can upgrade the Informatica domain and server files in console mode on UNIX.
When you run the installer in console mode, the words Quit and Back are reserved words. Do not use them as
input text.
Note: When the installer starts in console mode, it displays a message that it is preparing for silent mode
installation. On Linux IA-64, it displays a message that it cannot find the libc.so.6 file. You can ignore these
messages.
1. Verify that your environment meets the minimum system requirements, and complete the pre-upgrade tasks.
2. Log in to the machine with the same user account that you used to install the previous version.
3. Stop all processes that access the directory and subdirectories of the Informatica product to upgrade,
including command prompts and tail logs.
4. On a shell command line, run the install.sh file located in the root directory.The installer displays the message to verify that the locale environment variables are set.
5. If the environment variables are not set, enter N to exit the installer and set them as required.
If the environment variables are set, enter Y to continue.
6. Enter C for console mode installation.
7. Enter 2 to upgrade to Informatica 9.0.1.
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Review the system requirements and pre-upgrade tasks. Verify that all upgrade requirements are met before
you continue.
8. Press Enter.
9. At the prompt, enter the following directories:
Directory Description
Directory of the Informaticaproduct to upgrade
Directory that contains the previous version of PowerCenter that you want to upgrade.
Directory for Informatica 9.0.1 Directory in which to install Informatica 9.0.1. The directory cannot be the same as thedirectory that contains the previous version of PowerCenter.
The installer displays a warning to shut down the Informatica domain that you want to upgrade before you
continue the upgrade.
10. Press Enter .
11. Review the upgrade information and press Enter to continue.
The installer copies the server files to the Informatica 9.0.1 installation directory.
The installer displays the database and user account information for the domain configuration repository to
upgrade. It displays the database connection string for the domain configuration repository based on how the
connection string of the previous version was created at installation:
¨ If the previous version used a JDBC URL at installation, the installer displays the JDBC connection
properties, including the database address and service name.
¨ If the previous version used a custom JDBC connection string at installation, the installer displays the
custom connection string.
12. Press Enter .
13. If you use a JDBC URL, you can specify additional parameters to include in the connection string.
If you use a custom connection string, you cannot specify additional parameters.
The Post-Installation Summary window indicates whether the upgrade completed successfully. It also shows the
status of the installed components and their configuration.
You can view the upgrade log files to get more information about the upgrade tasks performed by the installer and
to view the configuration properties for the installed components.
Upgrading in Silent Mode
To upgrade the Informatica services without user interaction, upgrade in silent mode. Use a properties file to
specify the upgrade options. The installer reads the file to determine the upgrade options. You can use silent
mode upgrade to upgrade the Informatica services on multiple machines on the network or to standardize theupgrade process across machines.
Copy the Informatica installation files to the hard disk on the machine that hosts the Informatica instance you plan
to upgrade.
To upgrade in silent mode, complete the following tasks:
1. Create the upgrade properties file and specify the upgrade options.
2. Run the installer with the upgrade properties file.
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Creating the Properties File
Informatica provides a sample properties file that includes the upgrade parameters that are required by the
installer. You can customize the sample properties file to specify the options for your upgrade.
The sample upgrade properties file is named SilentInput_upgrade.properties and is located in the root directory of
the installation DVD or the installer download location. After you customize the file, save it with the file nameSilentInput.properties.
1. Go to the root of the directory that contains the installation files.
2. Locate the file named SilentInput_upgrade.properties.
Back up the file before you modify it.
3. Use a text editor to open the file and modify the values of the upgrade parameters.
The following table describes the upgrade parameters that you can modify:
Property Name Description
INSTALL_TYPE Indicates whether to install or upgrade Informatica.If the value is 0, the installer performs a fresh installation of Informatica 9.0.1. If the
value is 1, the installer upgrades a previous version of Informatica to version 9.0.1.
USER_INSTALL_DIR Directory in which to insta ll Informatica 9.0.1. The directory cannot be the same as the
directory that contains the previous version of PowerCenter.
UPG_BACKUP_DIR Directory that contains the previous version of PowerCenter that you want to upgrade.
DB2_TABLESPACE For IBM DB2 only. Name of the tab lespace in which to crea te the tab les. If th isparameter is empty, the installer creates the tables in the default tablespace. In a multi-
partition database, the tablespace page size must be 32 K. Define the database in asingle-node tablespace to optimize performance.
ADVANCE_JDBC_PARAM You can set this parameter if DB_CUSTOM_STRING_SELECTION=0.Optional parameters to include in the JDBC URL connection string. Verify that the
parameter string is valid. The installer does not validate the parameter string before itadds the string to the JDBC URL. If this parameter is empty, the installer creates theJDBC URL without additional parameters.
ADVANCE_PORT_CONFIG Indicates whether to display the list of port numbers for the domain and nodecomponents. If the value is 0, the installer assigns default port numbers to the domain
and node components. If the value is 1, you can set the port numbers for the domainand node components.
TOMCAT_PORT You can set this parameter if ADVANCE_PORT_CONFIG=1.Port number used by the Service Manager on the node. The Service Manager listens
for incoming connection requests on this port. Client applications use this port tocommunicate with the services in the domain. This is the port that the Informaticacommand line programs use to communicate to the domain. This is also the port for
the SQL data service JDBC/ODBC driver.
AC_PORT You can set this parameter if ADVANCE_PORT_CONFIG=1.Port number used by the Administrator tool.
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Property Name Description
AC_SHUTDWN_PORT You can set this parameter if ADVANCE_PORT_CONFIG=1.Port number that controls server shutdown for the Administrator tool. The Administrator tool listens for shutdown commands on this port.
FORCE_UPGRADE For upgrades from version 8.x. You can set th is option when you run the installer againafter a failed upgrade.
The installer starts the domain upgrade process from the beginning and overrides allprevious upgrades to the domain. It also overrides any upgrade contention if other
administrators are upgrading nodes in the domain at the same time.
4. On Windows, specify whether to run the Informatica service under the same user account as the account
used for upgrade.
Set the following parameters:
Property Description
USE_LOGIN_DETAILS Indicates whether to run the Windows service under a different user account. If the valueis 0, the installer configures the service to run under the current user account. If the valueis 1, the installer configures the service to run under a different user account.
WI N_ USER_ID User accoun t with which to ru n the Informati ca Windows serv ice.Use the following format:DomainName\UserAccount
This user account must have the Act as operating system permission.
WIN_USER_PSSWD Password for the user account with which to run the Informatica Windows service.
5. Save the properties file with the name SilentInput.properties.
Running the Silent Installer
After you create the properties file, open a command window to start the silent upgrade.
1. Open a command window.
2. Go to the root of the server installer directory.
3. Verify that the directory contains the file SilentInput.properties with the upgrade options.
4. To start the silent upgrade process, double click the file silentinstall.bat.
The silent upgrade runs in the background. The process can take a while. The silent upgrade process is complete
when the Informatica_9.0.1_Services_InstallLog.log is created in the installation directory.
The silent upgrade fails if you incorrectly configure the properties file or if the installation directory is not
accessible. If the upgrade fails, view the installation log files and correct the errors. Then run the silent installer
again.
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Troubleshooting the Domain Upgrade
If the upgrade does not complete successfully, review log files to determine the cause of the failure. The upgrade
log files are in the root of the directory where the new version of Informatica is installed. Review the following log
file: Informatica_<Version>_Services_Upgrade.log
If the upgrade fails, it can result in an inconsistent domain configuration. You can run the installer again to resolve
the inconsistent configuration and complete the upgrade process. When you run the installer again, select the
Restart the Domain Configuration Upgrade option. The domain upgrade wizard starts the domain upgrade process
from the beginning and overrides all previous upgrades to the domain. It also overrides any upgrade contention if
other administrators are upgrading other nodes in the domain at the same time.
Use the following guidelines when you run the installer after a failed upgrade:
¨ Resolve the problem indicated in the upgrade logs before you run the installer again.
¨ Verify that there are no other administrators upgrading other nodes in the domain when you run the installer.
¨ If errors persist after you run the installer with the Restart the Domain Configuration Upgrade option, restore
the domain configuration repository database from backup and run the installer again.
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C H A P T E R 4
Before You Upgrade the
Application Services
This chapter includes the following topics:
¨ Configure POSIX Asynchronous I/O, 21
¨ Configure Informatica Environment Variables, 21
¨ Configure Locale Environment Variables, 22
¨ Clear Browser Cache, 23
¨ Configure Browser Bookmarks, 23
Configure POSIX Asynchronous I/O
If you install Informatica on IBM AIX, make POSIX Asynchronous I/O available on any node where you want to run
a PowerCenter Integration Service. A PowerCenter Integration Service running on an IBM AIX machine can fail to
start if POSIX Asynchronous I/O is not available.
Configure Inf ormatica Environment Variables
You can configure the INFA_JAVA_OPTS, INFA_DOMAINS_FILE, and INFA_HOME environment variables to
store memory, domain, and location settings.
INFA_JAVA_OPTS
By default, Informatica uses a maximum of 512 MB of system memory. You can use the INFA_JAVA_OPTS
environment variable to configure the amount of system memory used by Informatica. For example, to
configure 1 GB of system memory for the Informatica daemon on UNIX in a C shell, use the following
command:
setenv INFA_JAVA_OPTS “-Xmx1024m”
On Windows, configure INFA_JAVA_OPTS as a system variable.
On 64-bit HP-UX on Itanium, add the -d64 switch.
Restart the node for the changes to take effect.
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INFA_DOMAINS_FILE
The installer creates a domains.infa file in the Informatica installation directory. The domains.infa file contains
the connectivity information for the gateway nodes in a domain, including the domain names, domain host
names, and domain host port numbers.
Set the value of the INFA_DOMAINS_FILE variable to the path and file name of the domains.infa file. If you
configure the INFA_DOMAINS_FILE variable, you can run infacmd and pmcmd from a directory other
than /server/bin.
Configure the INFA_DOMAINS_FILE variable on the machine where you install the Informatica services. On
Windows, configure INFA_DOMAINS_FILE as a system variable.
INFA_HOME
Use INFA_HOME to designate the Informatica installation directory. If you modify the Informatica directory
structure, you need to set the environment variable to the location of the Informatica installation directory or
the directory where the installed Informatica files are located.
For example, you use a softlink in UNIX for any of the Informatica directories. To configure INFA_HOME so
that any Informatica application or service can locate the other Informatica components it needs to run, set
INFA_HOME to the location of the Informatica installation directory.
Configure Locale Environment Variables
Use LANG, LC_CTYPE, or LC_ALL to set the UNIX code page. Verify that the locale setting is compatible with the
code page for the repository. If the locale setting is not compatible with the repository code page, you cannot
create a repository service.
Different UNIX operating systems require different values for the same locale. The value for the locale variable is
case sensitive.
Use the following command to verify that the value for the locale environment variable is compatible with the
language settings for the machine and the type of code page you want to use for the repository:
locale -a
The command returns the languages installed on the UNIX operating system and the existing locale settings.
Locale on Linux
All UNIX operating systems except Linux have a unique value for each locale. Linux allows different values to
represent the same locale. For example, “utf8,” “UTF-8,” “UTF8,” and “utf-8” represent the same locale on a
Linux machine. Informatica requires that you use a specific value for each locale on a Linux machine. Make
sure that you set the LANG environment variable appropriately for all Linux machines.
Locale for Oracle Database Clients
For Oracle database clients, set NLS_LANG to the locale you want the database client and server to use with
the login. A locale setting consists of the language, territory, and character set. The value of NLS_LANGdepends on the configuration. For example, if the value is american_america.UTF8, set the variable in a C
shell with the following command:
setenv NLS_LANG american_america.UTF8
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Clear Browser Cache
Before you access the Administrator tool, clear the browser cache.
On Windows Internet Explorer, delete the browsing history, including temporary files, cookies, and history. On
Mozilla Firefox, clear the offline storage.
If you do not clear the browser cache, the previous Administrator tool URL is not redirected to the latest URL and
some menu options may not appear.
Configure Browser Bookmarks
Effective in version 9.0.1, the Administrator tool URL has changed.
After you upgrade the domain, bookmarks to the Administrator tool are not valid.
Configure bookmarks with one of the following URLs:
¨ http://<host>:<port>
¨ http://<host>:<administrator_port>/administrator
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C H A P T E R 5
Application Service Upgrade
This chapter includes the following topics:
¨ Application Service Upgrade Overview, 24
¨ Service Upgrade Wizard, 24
Application Service Upgrade Overview
The product and product version determines the service upgrade process.
Some service versions require a service upgrade. When you upgrade a service, you must also upgrade the
dependent services.
Use the service upgrade wizard, the actions menu of each service, or command line to upgrade services. The
service upgrade wizard upgrades multiple services in the appropriate order and checks for dependencies. If you
use the command line to upgrade services, you must upgrade services in the correct order and verify that you
upgrade dependent services.
After you upgrade a service, you must restart the service.
The first time you enable the Metadata Manager Service after you upgrade it, the service takes a long time to start.
Note: A user with the Administrator role can upgrade services.
Service Upgrade for PowerCenter 9.0
You must upgrade the Reporting Service and Metadata Manager Service.
Before you upgrade a Reporting Service or Metadata Manager Service, verify that the service is disabled.
Service Upgrade WizardUse the service upgrade wizard to upgrade services.
The service upgrade wizard provides the following options:
¨ Upgrade multiple services.
¨ Enable services before the upgrade.
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¨ Display upgraded services in a list along with services that require an upgrade.
¨ Save the current or previous upgrade report.
You can access the service upgrade wizard from the Manage menu in the header area.
Upgrade Report
The upgrade report contains the upgrade start time, upgrade end time, upgrade status, and upgrade processing
details. To save the upgrade report, choose one of the following options:
Save Report
The Save Report option appears on step 4 of the service upgrade wizard.
Save Previous Report
The second time you run the service upgrade wizard, the Save Previous Report option appears on step 1 of
the service upgrade wizard. If you did not save the upgrade report after upgrading services, you can select
this option to view or save the previous upgrade report.
Running the Service Upgrade Wizard
Use the service upgrade wizard to upgrade services.
1. In the Informatica Administrator header area click Manage > Upgrade.
2. Select the objects to upgrade.
3. Click Next.
4. If dependency errors exist, the Dependency Errors dialog box appears. Review the dependency errors and
click OK. Then, resolve dependency errors and click Next.
5. Enter the repository login information. Optionally, choose to use the same login information for all
repositories.
6. Click Next.
The service upgrade wizard upgrades each service and displays the status and processing details.
7. When the upgrade completes, the Summary section displays the list of services and their upgrade status.
Click each service to view the upgrade details in the Service Details section.
8. Optionally, click Save Report to save the upgrade details to a file.
If you choose not to save the report, you can click Save Previous Report the next time you launch the
service upgrade wizard.
9. Click Close.
10. Restart upgraded services.
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C H A P T E R 6
Informatica Client Upgrade
This chapter includes the following topics:
¨ Informatica Client Upgrade Overview, 26
¨ Informatica Client Upgrade Options, 27
¨ Upgrading in Graphical Mode, 27
¨ Upgrading in Silent Mode, 28
Informatica Client Upgrade Overview
Use the client installer to upgrade a previous version of the Informatica client tools. The Informatica 9.0.1 client
tools are installed on the installation directory you specify. The client installer configures the newly installed client
tools with the same settings as the previous version. The client installer does not modify the files of the previous
version of the client tools.
Complete the pre-upgrade tasks before you start the upgrade. Run the installer on all machines that host previous
versions of the Informatica client tools that you want to upgrade. You can upgrade the Informatica clients in
graphical or silent mode.
When you run the client installer, select the Informatica client tool to upgrade.
For PowerCenter, you can upgrade the PowerCenter Client tools. PowerCenter Client is a set of tools you can use
to manage the PowerCenter repository, mappings, and sessions. The client upgrade also upgrades the following
client tools:
¨ Custom Metadata Configurator
¨ Orchestration Designer
¨ Mapping Architect for Visio
¨ Mapping Analyst for Excel
By default, the when you upgrade PowerCenter Client, the following components are also upgraded:
¨ DataDirect ODBC drivers
¨ Java Runtime Environment libraries
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Informatica Client Upgrade Options
You can upgrade the Informatica client tools in one of the following ways:
¨ Upgrade in Graphical Mode. Upgrades the Informatica client tools in graphical mode. The installer guides you
through the upgrade process.
¨ Upgrade in Silent Mode. Upgrades the Informatica client tools using a properties file that contains the upgrade
options.
Upgrading in Graphical Mode
1. Close all applications.
2. Run install.bat from the root directory.
The Upgrade Pre-Requisites window displays the system requirements. Verify that all installation
requirements are met before you continue the installation.
3. Click Next.
On the Select Component window, select the Informatica client you want to upgrade.
You can upgrade the following Informatica client applications:
¨ Informatica Developer
¨ PowerCenter Client
If both Informatica Developer and PowerCenter Client are installed on the machine, you can upgrade the tools
in the same process.
4. On the Upgrade Directory window, enter the following directories:
Directory Description
Directory of the Informaticaclient to upgrade
Directory that contains the previous version of the Informatica client tool that you wantto upgrade
Directory for Informatica 9.0.1client tools
Directory in which to install the Informatica 9.0.1 client toolsEnter the absolute path for the installation directory. The installation directory must be
on the current machine. The directory names in the path must not contain spaces or thefollowing special characters: @|* $ # ! % ( ) { } [ ] , ; '
5. Click Next.
6. On the Pre-Installation Summary window, review the installation information, and click Install.
The installer copies the Informatica client files to the installation directory.
The Post-installation Summary window indicates whether the upgrade completed successfully.
7. Click Done.
You can view the installation log files to get more information about the upgrade tasks performed by the installer.
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Upgrading in Silent Mode
To upgrade the Informatica client tools without user interaction, upgrade in silent mode. Use a properties file to
specify the upgrade options. The installer reads the file to determine the upgrade options. You can use silent
mode upgrade to upgrade the Informatica client tools on multiple machines on the network or to standardize the
upgrade process across machines.
Copy the Informatica installation files to the hard disk on the machine that hosts the Informatica client you plan to
upgrade.
To upgrade in silent mode, complete the following tasks:
1. Create the upgrade properties file and specify the upgrade options.
2. Run the installer with the upgrade properties file.
Creating the Properties File
Informatica provides a sample properties file that includes the upgrade parameters that are required by the
installer. You can customize the sample properties file to specify the options for your upgrade.
The sample properties file is named SilentInput.properties and is located in the root of the client installer directory.
1. Go to the root of the directory that contains the client installation files.
2. Locate the file named SilentInput.properties.
Back up the file before you modify it.
3. Use a text editor to open the file and modify the values of the upgrade parameters.
The following table describes the upgrade parameters you can modify:
Property Name Description
USER_INSTALL_DIR Directory in which to insta ll the Informatica 9.0.1 client tools.
INS TA LL_TYPE Indi cat es whe ther to i ns tal l or up gra de the Informat ica c li ent to ols .Set this parameter to 1 upgrade a previous version of the Informatica client tools to
version 9.0.1.
UPG_BACKUP_DIR Directory of the previous version of the Informatica tools that you want to upgrade.
DXT_COMP Indicates whether to install Informatica Developer.
If the value is 1, the Developer tool will be installed. If the value is 0, the Developer tool will not be installed.Default is 1.
CLIENT_COMP Indicates whether to install the PowerCenter Client.If the value is 1, the PowerCenter Client will be installed. If the value is 0, the
PowerCenter Client will not be installed.Default is 1.
4. Save the properties file.
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Running the Silent Installer
After you create the properties file, open a command window to start the silent upgrade.
1. Open a command window.
2. Go to root of the client installer directory.
3. Verify that the directory contains the file SilentInput.properties with the upgrade options.
4. To start the silent upgrade process, double click the file silentinstall.bat.
The silent upgrade runs in the background. The process can take a while. The silent upgrade process is complete
when the Informatica_9.0.1_Client_InstallLog.log is created in the installation directory.
The silent upgrade fails if you incorrectly configure the properties file or if the installation directory is not
accessible. If the upgrade fails, view the installation log files and correct the errors. Then run the silent installer
again.
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C H A P T E R 7
After You Upgrade
This chapter includes the following topics:
¨ Informatica Domain, 30
¨ Metadata Manager Service, 31
Informatica Domain
After you upgrade, complete the post-upgrade tasks for the domain.
Configure LDAP Connectivity
If the domain uses LDAP authentication, update the LDAP configuration after you upgrade.
Effective in version 9.0.1, the default maximum size for user import is set to 1000.
Previously, the default value was set to 0, which indicated that there was no maximum value.
When you upgrade, all users are imported into the domain. However, all users over 1000 will be dropped in
reverse alphabetic order the next time the Service Manager synchronizes with the LDAP service directory.
To avoid dropping users, reset the maximum size in the LDAP connectivity configuration.
Update the Log Events Directory
When you upgrade the domain, the log events directory points to the location you specified in the previous version.
To use a different directory for the logs, update the Log Directory Path property for the domain in the Administrator
tool. You can also use infasetup updateGatewaynode to update the directory. For example, you can configure the
log events directory as the server/infa_shared/logs directory in the new installation directory.
Update ODBC Data Sources
The Informatica installation includes DataDirect 6.0 SP3 ODBC drivers. Re-create each ODBC data source to use
the new drivers.
Update Statistics for the Domain Configuration Repository
If the domain configuration repository is in an IBM DB2 9.1 database, run the DB2 reorgchk command to optimize
database operations. The reorgchk command generates the database statistics used by the DB2 optimizer in
queries and updates.
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Use the following command:
REORGCHK UPDATE STATISTICS on SCHEMA SchemaName
Metadata Manager ServiceAfter you upgrade, complete the post-upgrade tasks for each Metadata Manager Service.
Reload Metadata Manager Resources
Reload all relational database resources, PowerCenter resources, business intelligence resources, and data
modeling resources.
Update the Metadata Manager Properties File
Update the imm.properties file to include any customization.
Compare the imm.properties file in the previous installation directory with the 9.0.1 version. Update the 9.0.1
version of the imm. properties file as required.
The 9.0.1 version of the imm.properties file is in the following directory:
<9.0.1 InformaticaInstallationDir>\tomcat\shared\class
The 9.0 version of the imm.properties file is in the following directory:
<9.0 InformaticaInstallationDir>\tomcat\shared\class
After you configure properties in imm.properties, disable and enable the Metadata Manager Service for the
changes to take effect.
Update the Metadata Manager File LocationWhen you upgrade, the Metadata Manager file location points to the location you specified in the previous version.
To use a different directory for the files, update the Metadata Manager File Location property for the Metadata
Manager Service in the Administrator tool.
Configure Domain SMTP Configuration Settings
Effective in version 9.0.1, you use the Administrator tool to configure the host name and port number of the
outgoing mail server in the domain SMTP configuration settings. Metadata Manager uses the mail server that you
configure to send email from Metadata Manager.
In previous versions, you configured the host name and port number of the outgoing mail server in the
imm.properties file. After you upgrade, use the Administrator tool to configure the email properties in the domain
SMTP configuration settings.
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I N D E X
Ddisk space requirements
installation requirements 5
DISPLAY
environment variables 6
Eenvironment variables
DISPLAY 7
installation 6
JRE_HOME 7
LANG 7
LANG_C 7
LC_ALL 7
LC_CTYPE 7
local 7
Ggraphical mode
installation requirements 7
IIATEMPDIR
environment variables 6
installation requirements
disk space 5
environment variables 6
X Window Server 7
JJRE_HOME
environment variables 6, 7
LLANG
environment variable 7
locale environment variables 6
LC_ALL
environment variable 7
locale environment variables 6
LC_CTYPE
environment variable 7
locale
configuring 7
SService Upgrade Wizard
upgrading services 24
upgrading users 24
services
Service Upgrade Wizard 24
SUSE Linux
JRE_HOME 7
Uupgrading
Service Upgrade Wizard 24
XX Window Server
installation requirements 7
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